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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $226,603 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 26 · EIN 43-1451524 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,295,714 | $241,850+849.2% | $102,437+2141.1% | $200,096+1047.3% |
| Participation rate | 0.0% | 78.3%-78.3pp | 74.5%-74.5pp | 72.0%-72.0pp |
| Annual return | 17.39% | 17.67%-0.3pp | 24.95%-7.6pp | 34.26%-16.9pp |
| Employer contribution / active EE | $2,395 | $4,253-43.7% | $3,871-38.1% | $3,038-21.2% |
| Participant deferral / active EE | $5,840 | $3,961+47.4% | $5,060+15.4% | $5,090+14.7% |
| Admin fee / account holder | $5,270 | $288+1729.4% | $8,388-37.2% | $269+1856.9% |